Ways to Give

Giving at a Glance

Wills and Trusts
Including a bequest in your will or trust is a straightforward way to support CSI. This can be a specific dollar amount, a percentage, or a particular asset.

Real Estate or Property
CSI can accept gifts of property, which may also provide tax advantages for the donor. Please reach out to us for more information.

Wills and Trusts

With a bequest in your will, you can designate a specific amount, percentage, or asset in your will or trust to support CSI’s mission. An unrestricted gift allows us to use your donation where it is most needed, while a specific gift can fund particular programs close to your heart.

Consult your attorney on the selection of appropriate wording to reflect your own goals and intentions. For example, you might use this language to leave an unrestricted gift:

I give, devise, and bequeath to the Child Saving Institute of Omaha, Nebraska, (insert dollar amount, percentage, or asset) to be used for its general purposes.*

Charitable trusts, such as Charitable Lead and Remainder Trusts, balance your needs with philanthropic goals by offering income to those who matter to you most and CSI, either now or in the future. These options can provide tax benefits and give the peace of mind that comes from knowing your gift will continue to make an impact for years to come.

How it Works

1. Meet with your estate planning attorney to create or update your plans.
2. Contact us at 402-504-3660 and tell us about your giving plans so we may celebrate your generosity now!

Beneficiary Designations

Naming CSI as a beneficiary on accounts like retirement plans, life insurance, investments, or other financial accounts allows you to make a future gift without altering your will.

This can include a 401(k), 403(b), other employer-sponsored plans, as well as IRAs.

It’s a simple and often tax-advantageous way to give​! 

How it Works

1. Request a beneficiary designation form from the account holder or financial institution.
2. Designate CSI (Tax ID #20-1862135) to receive all or a portion of the assets held in the retirement plan.
3. Send completed form back to the account holder.
4. Contact us at 402-504-3660 and tell us about your giving plans so we may celebrate your generosity now!

Real Estate or Property

Gifts of real estate or personal property can make a lasting impact on CSI’s mission while providing you with potential tax benefits. These types of gifts can be donated outright or transferred as part of your estate.

For details, CSI’s team can discuss guidelines to ensure alignment with our mission and your goals.

How it Works

1. Transfer personal property to CSI now and you may receive an immediate income tax deduction for the appraised value of your gift and pay no capital gains tax, so long as the gift can be used by CSI to carry out its mission.
2. OR, include the gift as part of your estate plans as outlined in your will.

Donor-Advised Funds (DAF)

A DAF allows you to make a tax-deductible contribution, invest funds for growth, and recommend grants over time. By designating a gift to CSI from your DAF, you support our work while maintaining flexibility in your charitable giving.

How it Works

1. You can set up a DAF through the Omaha Community Foundation. All you need is an initial gift, and their donor services team will walk you through the process.
2. When you open a fund, you receive the immediate tax benefit of the donation!

Here to Help

Additionally, we’re here to help you in this process. Reach out for assistance with:

• Explaining gift options in more detail
• Providing sample will language
• Clarifying tax benefits and financial impact
• Assisting with Legacy Society enrollment
• Connecting you with estate planning resources
• Reviewing recognition preferences